Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
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  • Admin Permissions
  • Editor Permissions
  • Collaborator Permissions
  • Viewer Permissions

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  1. Admin & Settings

User Management

PreviousCreate & Add Users to a WorkspaceNextWhite Label Your Account & Content

Last updated 8 months ago

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There are three user tiers within Tourial: Viewer, Editor, and Admin.

Admin Permissions

As an Admin, you'll see an option for Manage Users under Settings. ​

Admins have additional permissions on top of being an Editor and can do the following:

  • Add a subdomain (for Engagement Data)

  • Create new users

  • Edit an existing user

    • Change their user role (Viewer, Editor, or Admin)

    • Update email addresses (in case of initial typos, etc.)

  • Deactivate a user

  • Re-activate a deactivated user

  • View a list of all active & inactive users (Admins cannot delete users)

    • The active and inactive user list displays:

      • Name

      • User email

      • Role (Access Level)

      • Active/Inactive toggle

      • Created date

      • Last Activity date

Editor Permissions

As an Editor, you have full access to Tourial functionality to build Tours, connect Integrations, add Branding, etc. ​ Editors are not able to create, manage or view Account users (as listed above for Admins).

Collaborator Permissions

As a Collaborator you have the ability to create tours and make edits to any non-live (Draft or Unpublished) tours. Collaborators do not have the ability to publish tours.

Viewer Permissions

As a Viewer, you can see everything in Tourial (Tours, Forms, etc.) and grab Share links. Viewers are not able to create Tours or edit existing Tours.

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